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PWA
PCG Wealth Advisors Portfolio holdings
AUM
$395M
1-Year Est. Return
32.15%
This Fund
S&P 500
This Quarter
Est. Return
+2.24%
1 Year Est. Return
+32.15%
3 Year Est. Return
+71.4%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$395M
AUM Growth
+$42.1M
(+12%)
Cap. Flow
+$38M
Cap. Flow
% of AUM
9.61%
Top 10 Holdings %
Top 10 Hldgs %
32.35%
Holding
175
New
23
Increased
66
Reduced
60
Closed
11
Top Buys
| 1 |
Capital Group Dividend Value ETF
CGDV
|
+$22.6M |
| 2 |
Fidelity High Dividend ETF
FDVV
|
+$9.92M |
| 3 |
Invesco S&P MidCap Quality ETF
XMHQ
|
+$8.78M |
| 4 |
Capital Group Core Balanced ETF
CGBL
|
+$4.33M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$3.68M |
Top Sells
| 1 |
VanEck Gold Miners ETF
GDX
|
+$7.93M |
| 2 |
First Trust Value Line Dividend Fund
FVD
|
+$7.49M |
| 3 |
Global X Silver Miners ETF NEW
SIL
|
+$6.96M |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$5.78M |
| 5 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$4.32M |
Sector Composition
| 1 | Technology | 2.89% |
| 2 | Consumer Discretionary | 0.82% |
| 3 | Communication Services | 0.73% |
| 4 | Energy | 0.64% |
| 5 | Consumer Staples | 0.51% |
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